+1,022.8%
NBIS vs BWA
+94.3%
+928.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.0% | -2.3% |
| 7D | -0.8% | -1.3% | +0.5% | -0.3% |
| 30D | -13.4% | -2.9% | -10.4% | -12.0% |
| 3M | +1.0% | -10.7% | +11.8% | +5.5% |
| 6M | +100.5% | +26.5% | +74.0% | +83.5% |
| YTD | +168.3% | +49.1% | +119.2% | +115.4% |
| 1Y | +151.8% | +52.1% | +99.7% | +98.6% |
| All | +1,022.8% | +94.3% | +928.5% | +489.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BWA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling